CFA Society Chicago
Description
Address: 33 N LaSalle St #910, Chicago, IL 60602 Phone: (312) 251-1301Website: : Place name: : Hours: : Category: : : : Website: http://www.cfachicago.org/ Category: Association or organization Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CFA Society Chicago Posting publicly on the Web Write a review Reviews 1 Google review
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CFA Society Chicago Employees
Employee
Years
Job
Industry
Tej Buch, CFA Tej Buch, CFA's CFA Society Chicago Experience May 2013 - June 2013
Job MBA Candidate at the University of Michigan Stephen M. Ross School of Business
Industry Investment Management
Experience
Microsoft May 2015 - August 2015
Northern Trust Corporation March 2014 - July 2014
Northern Trust August 2011 - March 2014
CFA Society Chicago May 2013 - June 2013
Northern Trust Corporation April 2009 - August 2011
Northern Trust Global Investments June 2007 - April 2009
Morgan Stanley (Formerly Van Kampen Investments) May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
UBS Wealth Management May 2003 - August 2003
Skills
Bloomberg, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Modeling, Investments, Asset Managment, Alternative Investments, Hedge Funds, Investment Strategies, Equity Research, Investment Management, Finance, Wealth Management, Wealth Management..., Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Risk Management
Microsoft May 2015 - August 2015
Northern Trust Corporation March 2014 - July 2014
Northern Trust August 2011 - March 2014
CFA Society Chicago May 2013 - June 2013
Northern Trust Corporation April 2009 - August 2011
Northern Trust Global Investments June 2007 - April 2009
Morgan Stanley (Formerly Van Kampen Investments) May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
UBS Wealth Management May 2003 - August 2003
Skills
Bloomberg, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Modeling, Investments, Asset Managment, Alternative Investments, Hedge Funds, Investment Strategies, Equity Research, Investment Management, Finance, Wealth Management, Wealth Management..., Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Risk Management
Jean Y. QIAN Jean Y. QIAN's CFA Society Chicago Experience December 2013 - July 2015
Job Research Associate at Evercore
Industry Financial Services
Experience
Evercore September 2015 - Present
PNC Financial Services Group September 2014 - July 2015
CFA Society Chicago December 2013 - July 2015
Tianhua Architecture Planning & Engineering Limited July 2010 - March 2013
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Risk Management, Derivatives, Corporate Finance, Bloomberg, Passed CFA Level 2, Statistics, Analysis, Quantitative Analytics, Quantitative Finance, Statistical Modeling, Matlab, Microsoft Office, R, S-Plus, Fixed Income, Valuation, Finance, Investments, FactSet, MarketQA
Education
University of Illinois at Chicago 2013 — 2014
Master of Business Administration (M.B.A.), Financial Market and Risk Management, 3.85/4
Fudan University 2007 — 2009
Bachelor's Degree, Finance (Minor), 3.54/4
Tongji University 2006 — 2010
Bachelor's degree, Environmental Design
Evercore September 2015 - Present
PNC Financial Services Group September 2014 - July 2015
CFA Society Chicago December 2013 - July 2015
Tianhua Architecture Planning & Engineering Limited July 2010 - March 2013
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Risk Management, Derivatives, Corporate Finance, Bloomberg, Passed CFA Level 2, Statistics, Analysis, Quantitative Analytics, Quantitative Finance, Statistical Modeling, Matlab, Microsoft Office, R, S-Plus, Fixed Income, Valuation, Finance, Investments, FactSet, MarketQA
Education
University of Illinois at Chicago 2013 — 2014
Master of Business Administration (M.B.A.), Financial Market and Risk Management, 3.85/4
Fudan University 2007 — 2009
Bachelor's Degree, Finance (Minor), 3.54/4
Tongji University 2006 — 2010
Bachelor's degree, Environmental Design
Michael J Sullivan, CFA Michael J Sullivan, CFA's CFA Society Chicago Experience 2014 - 2015
Job Director Treasury Capital Markets
Industry Financial Services
Experience
CNA Insurance September 2014 - Present
CFA Society Chicago 2014 - 2015
CFA Society Chicago 2014 - 2015
CNA Insurance November 2012 - September 2014
Northern Trust Hedge Fund Services August 2011 - October 2012
Omnium LLC January 2011 - August 2011
JP Morgan Chase January 2008 - December 2010
Accenture June 2005 - December 2007
Skills
Valuation, Equities, Capital Markets, Derivatives, Hedge Funds, Futures, Forwards, Options, Investments, Fixed Income, Analysis, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2002 — 2005
B.A., Finance
Benet Academy
CNA Insurance September 2014 - Present
CFA Society Chicago 2014 - 2015
CFA Society Chicago 2014 - 2015
CNA Insurance November 2012 - September 2014
Northern Trust Hedge Fund Services August 2011 - October 2012
Omnium LLC January 2011 - August 2011
JP Morgan Chase January 2008 - December 2010
Accenture June 2005 - December 2007
Skills
Valuation, Equities, Capital Markets, Derivatives, Hedge Funds, Futures, Forwards, Options, Investments, Fixed Income, Analysis, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2002 — 2005
B.A., Finance
Benet Academy
Mandy Xu-Joyce Mandy Xu-Joyce's CFA Society Chicago Experience September 2012 - March 2015
Job Sr Analyst, Investment Operation
Industry Financial Services
Experience
Northern Trust Corporation March 2015 - August 2015
CFA Society Chicago September 2012 - March 2015
Walgreens November 2014 - December 2014
Chicago Transit Authority December 2011 - December 2012
the Center for Economic Progress January 2011 - April 2011
Berlin-Chemie AG January 2008 - August 2010
Berlin-Chemie AG March 2006 - January 2008
Motorola Mobility October 2002 - January 2003
Skills
Financial Modeling, VBA, Bloomberg, Strategy, Equities, Portfolio Management, Risk Management, Monte Carlo Simulation, Quantitative Finance, Financial Statement..., Access, Trading Strategies, Microsoft Excel, Bayesian statistics, Microsoft Word, @Risk, Matlab, Hyperion Reports, Fixed Income Analysis, Teamwork, SQL, Quantitative Analytics, Finance, Financial Analysis
Education
CFA Insititute 2011 — 2015
Professional Certificate, Investments and Securities, Level II Candidate
Illinois Institute of Technology 2010 — 2012
Master, Finance
Beihang University 2000 — 2004
Bachelor of Art, Economics
Northern Trust Corporation March 2015 - August 2015
CFA Society Chicago September 2012 - March 2015
Walgreens November 2014 - December 2014
Chicago Transit Authority December 2011 - December 2012
the Center for Economic Progress January 2011 - April 2011
Berlin-Chemie AG January 2008 - August 2010
Berlin-Chemie AG March 2006 - January 2008
Motorola Mobility October 2002 - January 2003
Skills
Financial Modeling, VBA, Bloomberg, Strategy, Equities, Portfolio Management, Risk Management, Monte Carlo Simulation, Quantitative Finance, Financial Statement..., Access, Trading Strategies, Microsoft Excel, Bayesian statistics, Microsoft Word, @Risk, Matlab, Hyperion Reports, Fixed Income Analysis, Teamwork, SQL, Quantitative Analytics, Finance, Financial Analysis
Education
CFA Insititute 2011 — 2015
Professional Certificate, Investments and Securities, Level II Candidate
Illinois Institute of Technology 2010 — 2012
Master, Finance
Beihang University 2000 — 2004
Bachelor of Art, Economics
Kerry Jordan, CFA's CFA Society Chicago Experience 2015 - Present
Job Director of Business Development, Absolute Return Funds at RMB Capital
Industry Investment Management
Experience
RMB Capital January 2014 - Present
International Women's Forum January 2014 - Present
CFA Society Chicago 2015 - Present
Illinois Council on Economic Education 2013 - Present
CFA Institute 1998 - Present
Chicago Capital Management, LP 2012 - 2014
CFA Society Chicago 2009 - 2014
FBR & Co. 2006 - 2008
Bank of America 1997 - 2004
NASDAQ OMX 1990 - 1996
Skills
Hedge Funds, Interest Rate..., Structured Products, Credit Products, Negotiation, Connector, Credit, Capital Markets, Derivatives, Options, Investment Banking, Equities, Connectors, Trading, Valuation, Swaps, Bonds, Investments, Hedging, Investment Strategies, Mutual Funds, Financial Structuring, Fixed Income, Alternative Investments, Mergers, Portfolio Management, Economics, Emerging Markets, Due Diligence, Asset Management, Financial Markets, Mergers & Acquisitions, Finance, Private Equity, Financial Modeling, Securities, Asset Allocation, Risk Management, Financial Advisory, Investment Management, Investment Advisory, Series 7, Corporate Finance, Equity Valuation, Investor Relations, Financial Services, Funding, Compliance, Wealth Management, Venture Capital
Education
The George Washington University
Master of Science (M.S.), Finance
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Finance
Lawrence Academy at Groton
RMB Capital January 2014 - Present
International Women's Forum January 2014 - Present
CFA Society Chicago 2015 - Present
Illinois Council on Economic Education 2013 - Present
CFA Institute 1998 - Present
Chicago Capital Management, LP 2012 - 2014
CFA Society Chicago 2009 - 2014
FBR & Co. 2006 - 2008
Bank of America 1997 - 2004
NASDAQ OMX 1990 - 1996
Skills
Hedge Funds, Interest Rate..., Structured Products, Credit Products, Negotiation, Connector, Credit, Capital Markets, Derivatives, Options, Investment Banking, Equities, Connectors, Trading, Valuation, Swaps, Bonds, Investments, Hedging, Investment Strategies, Mutual Funds, Financial Structuring, Fixed Income, Alternative Investments, Mergers, Portfolio Management, Economics, Emerging Markets, Due Diligence, Asset Management, Financial Markets, Mergers & Acquisitions, Finance, Private Equity, Financial Modeling, Securities, Asset Allocation, Risk Management, Financial Advisory, Investment Management, Investment Advisory, Series 7, Corporate Finance, Equity Valuation, Investor Relations, Financial Services, Funding, Compliance, Wealth Management, Venture Capital
Education
The George Washington University
Master of Science (M.S.), Finance
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Finance
Lawrence Academy at Groton
Somalia Sadler Somalia Sadler's CFA Society Chicago Experience May 2013 - October 2014
Job Recent Accounting Graduate
Industry Accounting
Experience
The LaSalle Network - Spot Trading LLC November 2014 - August 2015
CFA Society Chicago May 2013 - October 2014
Cook County Treasurer October 2013 - January 2014
DePaul University September 2012 - June 2013
James R. Jordan Foundation November 2012 - December 2012
American Eagle Outfitters November 2011 - October 2012
Lou Malnati's June 2012 - August 2012
Skills
Microsoft Office, QuickBooks, Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Teamwork, Customer Service, Time Management, Bookkeeping, Financial Reporting
Education
DePaul University 2011 — 2014
Bachelor of Science (BS), Accounting
Hampton University 2010 — 2011
Accounting
The LaSalle Network - Spot Trading LLC November 2014 - August 2015
CFA Society Chicago May 2013 - October 2014
Cook County Treasurer October 2013 - January 2014
DePaul University September 2012 - June 2013
James R. Jordan Foundation November 2012 - December 2012
American Eagle Outfitters November 2011 - October 2012
Lou Malnati's June 2012 - August 2012
Skills
Microsoft Office, QuickBooks, Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Teamwork, Customer Service, Time Management, Bookkeeping, Financial Reporting
Education
DePaul University 2011 — 2014
Bachelor of Science (BS), Accounting
Hampton University 2010 — 2011
Accounting
Christopher Vincent, CFA Christopher Vincent, CFA's CFA Society Chicago Experience July 2015 - Present
Job Head of Fixed Income at William Blair and Company
Industry Investment Management
Experience
CFA Society Chicago July 2015 - Present
CFA Institute April 2012 - Present
Loyola University Chicago November 2010 - Present
William Blair and Company June 2002 - Present
CFA Society Chicago July 2014 - June 2015
CFA Society Chicago June 2013 - June 2014
William Blair & Company October 2012 - July 2013
CFA Society of Chicago July 2012 - June 2013
CFA Chicago April 2011 - May 2012
CFA Society of Chicago 2006 - 2009
Skills
Investments, Asset Managment, Portfolio Management, Equities, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Mutual Funds, Investment Strategies, Investment Management, Bonds, Series 7, Options, Private Equity, Derivatives, Finance, Series 63, Asset Management, Equity Research, Due Diligence, Investment Advisory, Financial Analysis, Insurance, Financial Markets, Corporate Finance, Valuation, Financial Modeling, Securities, Risk Management, Financial Advisory, Wealth Management, Bloomberg, Credit, Strategic Financial..., Trading, Relationship Management, Emerging Markets, Investment Banking, Capital Markets, Hedge Funds
Education
Saint Louis University 1982 — 1984
MBA
University of Missouri-Columbia 1974 — 1978
BSBA, Finance/Economics
CFA Society Chicago July 2015 - Present
CFA Institute April 2012 - Present
Loyola University Chicago November 2010 - Present
William Blair and Company June 2002 - Present
CFA Society Chicago July 2014 - June 2015
CFA Society Chicago June 2013 - June 2014
William Blair & Company October 2012 - July 2013
CFA Society of Chicago July 2012 - June 2013
CFA Chicago April 2011 - May 2012
CFA Society of Chicago 2006 - 2009
Skills
Investments, Asset Managment, Portfolio Management, Equities, Asset Allocation, Fixed Income, Financial Services, Alternative Investments, Mutual Funds, Investment Strategies, Investment Management, Bonds, Series 7, Options, Private Equity, Derivatives, Finance, Series 63, Asset Management, Equity Research, Due Diligence, Investment Advisory, Financial Analysis, Insurance, Financial Markets, Corporate Finance, Valuation, Financial Modeling, Securities, Risk Management, Financial Advisory, Wealth Management, Bloomberg, Credit, Strategic Financial..., Trading, Relationship Management, Emerging Markets, Investment Banking, Capital Markets, Hedge Funds
Education
Saint Louis University 1982 — 1984
MBA
University of Missouri-Columbia 1974 — 1978
BSBA, Finance/Economics
Chris Mier CFA Chris Mier CFA's CFA Society Chicago Experience June 2011 - Present
Job Director at CFA Society Chicago
Industry Investment Banking
Experience
Loop Capital May 2000 - Present
CFA Society Chicago June 2011 - Present
Zurich Scudder Investments 1998 - 1999
Kemper Financial Services 1986 - 1999
Comerica Bank September 1978 - June 1986
Skills
Investment Banking, Capital Markets, Private Equity, Equities, Valuation, Fixed Income, Corporate Finance, Hedge Funds, Financial Modeling, Derivatives, Mergers, Investments, Structured Finance, Venture Capital, Asset Managment, Alternative Investments, Structured Products, Financial Structuring, Due Diligence, Portfolio Management, Bonds, Trading, Economics, Credit Analysis, Mutual Funds, Bloomberg, Securities, Financial Analysis, Credit
Education
University of Illinois at Chicago 2005 — 2009
Master of Arts (MA), Economics
Northwestern University - Kellogg School of Management 1988 — 1990
Master of Business Administration (M.B.A.), Finance
University of Michigan 1974 — 1978
Bachelor of Arts (B.A.), Economics
Loop Capital May 2000 - Present
CFA Society Chicago June 2011 - Present
Zurich Scudder Investments 1998 - 1999
Kemper Financial Services 1986 - 1999
Comerica Bank September 1978 - June 1986
Skills
Investment Banking, Capital Markets, Private Equity, Equities, Valuation, Fixed Income, Corporate Finance, Hedge Funds, Financial Modeling, Derivatives, Mergers, Investments, Structured Finance, Venture Capital, Asset Managment, Alternative Investments, Structured Products, Financial Structuring, Due Diligence, Portfolio Management, Bonds, Trading, Economics, Credit Analysis, Mutual Funds, Bloomberg, Securities, Financial Analysis, Credit
Education
University of Illinois at Chicago 2005 — 2009
Master of Arts (MA), Economics
Northwestern University - Kellogg School of Management 1988 — 1990
Master of Business Administration (M.B.A.), Finance
University of Michigan 1974 — 1978
Bachelor of Arts (B.A.), Economics
Neno Nenov, CFA, FRM's CFA Society Chicago Experience 2015 - 2015
Job Senior Attribution Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2013 - Present
CFA Society Chicago 2015 - 2015
CFA Society Chicago 2015 - 2015
Duff & Phelps Investment Management Co. November 2011 - December 2012
AlphaMetrix Investment Advisors November 2008 - November 2011
Merrill Lynch March 2007 - June 2007
Skills
Bloomberg, Visual Basic, Derivatives, Equities, Analysis, FactSet, Microsoft Excel, Portfolio Management, Trading, Investments, Fixed Income, Finance, Risk Management, Asset Allocation, Morningstar, Financial Risk, Investment Banking, Bloomberg Terminal, Hedge Funds, Hedging, Alternative Investments, Performance Attribution, Valuation, Financial Modeling, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master's of Science, Finance
Guggenheim Partners January 2013 - Present
CFA Society Chicago 2015 - 2015
CFA Society Chicago 2015 - 2015
Duff & Phelps Investment Management Co. November 2011 - December 2012
AlphaMetrix Investment Advisors November 2008 - November 2011
Merrill Lynch March 2007 - June 2007
Skills
Bloomberg, Visual Basic, Derivatives, Equities, Analysis, FactSet, Microsoft Excel, Portfolio Management, Trading, Investments, Fixed Income, Finance, Risk Management, Asset Allocation, Morningstar, Financial Risk, Investment Banking, Bloomberg Terminal, Hedge Funds, Hedging, Alternative Investments, Performance Attribution, Valuation, Financial Modeling, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master's of Science, Finance
Kim L. Augustyn, CMP Kim L. Augustyn, CMP's CFA Society Chicago Experience July 2013 - Present
Job Director, Programs and Sponsorships at CFA Society Chicago
Industry Hospitality
Experience
CFA Society Chicago July 2013 - Present
MPI-CAC Board of Directors July 2012 - June 2014
CFA Society Chicago June 2012 - July 2013
San Jose Convention & Visitors Bureau / Team San Jose January 2011 - September 2011
Navy Pier April 2003 - February 2010
Navy Pier April 1999 - April 2003
House Republican Campaign Committee August 1994 - April 1999
Skills
Trade Shows, Meeting Planning, Sponsorship, Event Planning, Workshop Facilitation, Event Management, Social Media Marketing, Recruiting, Live Events, Corporate Events, Marketing Communications, Hospitality Industry, Entertainment, Fundraising, Hospitality, Time Management, Public Relations, Sales, Account Management, Marketing, Management, Advertising, Customer Service, Budgets, Hotels, Social Networking, Social Media, Marketing Strategy, Email Marketing, Incentives, Hospitality Management, Convention Services, Food & Beverage, Tourism, Catering, Venue Management, Incentive Travel, Coordinating Events
Education
Illinois State University 1990 — 1994
Bachelor of Science, Public Relations
CFA Society Chicago July 2013 - Present
MPI-CAC Board of Directors July 2012 - June 2014
CFA Society Chicago June 2012 - July 2013
San Jose Convention & Visitors Bureau / Team San Jose January 2011 - September 2011
Navy Pier April 2003 - February 2010
Navy Pier April 1999 - April 2003
House Republican Campaign Committee August 1994 - April 1999
Skills
Trade Shows, Meeting Planning, Sponsorship, Event Planning, Workshop Facilitation, Event Management, Social Media Marketing, Recruiting, Live Events, Corporate Events, Marketing Communications, Hospitality Industry, Entertainment, Fundraising, Hospitality, Time Management, Public Relations, Sales, Account Management, Marketing, Management, Advertising, Customer Service, Budgets, Hotels, Social Networking, Social Media, Marketing Strategy, Email Marketing, Incentives, Hospitality Management, Convention Services, Food & Beverage, Tourism, Catering, Venue Management, Incentive Travel, Coordinating Events
Education
Illinois State University 1990 — 1994
Bachelor of Science, Public Relations
Virginia Petrancosta, CAE's CFA Society Chicago Experience June 2011 - April 2015
Job
Industry Nonprofit Organization Management
Experience
American Society for Healthcare Risk Management (ASHRM) April 2015 - Present
CFA Society Chicago June 2011 - April 2015
National Restaurant Association and Educational Foundation March 2008 - January 2011
National Restaurant Association and Educational Foundation October 2005 - March 2008
United States Bowling Congress October 2002 - October 2005
United States Bowling Congress February 2002 - October 2002
United States Bowling Congress January 2001 - February 2002
Insure One June 1999 - December 2000
Skills
Association Management, Non-profits, Strategic Communications, Strategic Planning, Marketing Communications, Social Media, Marketing Strategy, Writing, Public Relations, Media Relations, Corporate Communications, Internal Communications, Integrated Marketing, Press Releases, Event Management, Editing, Sponsorship, Social Media Marketing, Newsletters, Publications, Event Planning, Online Marketing, Facebook, Budgets, Operating Budgets, Nonprofits, Leadership, Fundraising, Public Speaking, Training, Volunteer Management, Project Management, Program Management, Creative Direction, Strategy, Speech Writing, Creative Writing, Crisis Communications, Publicity, Brand Management, Social Networking, Blogging, Email Marketing, Community Outreach, Community Development, Operations Management, Budget Management, Critical Thinking, Interviews
Education
Saint Xavier University
Bachelor of Arts
American Society for Healthcare Risk Management (ASHRM) April 2015 - Present
CFA Society Chicago June 2011 - April 2015
National Restaurant Association and Educational Foundation March 2008 - January 2011
National Restaurant Association and Educational Foundation October 2005 - March 2008
United States Bowling Congress October 2002 - October 2005
United States Bowling Congress February 2002 - October 2002
United States Bowling Congress January 2001 - February 2002
Insure One June 1999 - December 2000
Skills
Association Management, Non-profits, Strategic Communications, Strategic Planning, Marketing Communications, Social Media, Marketing Strategy, Writing, Public Relations, Media Relations, Corporate Communications, Internal Communications, Integrated Marketing, Press Releases, Event Management, Editing, Sponsorship, Social Media Marketing, Newsletters, Publications, Event Planning, Online Marketing, Facebook, Budgets, Operating Budgets, Nonprofits, Leadership, Fundraising, Public Speaking, Training, Volunteer Management, Project Management, Program Management, Creative Direction, Strategy, Speech Writing, Creative Writing, Crisis Communications, Publicity, Brand Management, Social Networking, Blogging, Email Marketing, Community Outreach, Community Development, Operations Management, Budget Management, Critical Thinking, Interviews
Education
Saint Xavier University
Bachelor of Arts
Angela McKay, CAE's CFA Society Chicago Experience January 2010 - January 2015
Job CEO & President / Executive Director / Consultant
Industry Nonprofit Organization Management
Experience
.orgSource April 2015 - Present
Nonprofit Organization Management - Associations / Foundations January 2015 - Present
CFA Society Chicago January 2010 - January 2015
Academy of General Dentistry November 2006 - January 2010
PCMA September 2003 - November 2006
Healthcare Financial Management Association (HFMA) October 2000 - September 2003
Johnson & Johnson Healthcare Systems, Inc. (JJHCS)/Previously managed by Health Fitness Corporation May 1999 - October 2001
Skills
Association Management, Non-profits, Fundraising, Public Relations, Strategic Planning, Event Planning, Event Management, Public Speaking, Volunteer Management, Budgets, Social Media, Research, Newsletters, Media Relations, Strategic Communications, Press Releases, Marketing Communications, Meeting Planning, Marketing Strategy, Marketing, Program Development, Leadership, Management, Program Management, Nonprofits, Social Media Marketing, Staff Development, Sponsorship, Investments, Morningstar, Proposal Writing, Finance, Board Development, Community Development, Strategy, Team Leadership, Governance
Education
Illinois State University
Bachelor of Science (BS), Exercise Science; Business Administration Minor
McHenry County College
Associate's degree, Business Administration and Management, General
.orgSource April 2015 - Present
Nonprofit Organization Management - Associations / Foundations January 2015 - Present
CFA Society Chicago January 2010 - January 2015
Academy of General Dentistry November 2006 - January 2010
PCMA September 2003 - November 2006
Healthcare Financial Management Association (HFMA) October 2000 - September 2003
Johnson & Johnson Healthcare Systems, Inc. (JJHCS)/Previously managed by Health Fitness Corporation May 1999 - October 2001
Skills
Association Management, Non-profits, Fundraising, Public Relations, Strategic Planning, Event Planning, Event Management, Public Speaking, Volunteer Management, Budgets, Social Media, Research, Newsletters, Media Relations, Strategic Communications, Press Releases, Marketing Communications, Meeting Planning, Marketing Strategy, Marketing, Program Development, Leadership, Management, Program Management, Nonprofits, Social Media Marketing, Staff Development, Sponsorship, Investments, Morningstar, Proposal Writing, Finance, Board Development, Community Development, Strategy, Team Leadership, Governance
Education
Illinois State University
Bachelor of Science (BS), Exercise Science; Business Administration Minor
McHenry County College
Associate's degree, Business Administration and Management, General
Douglas Jackman's CFA Society Chicago Experience June 2014 - Present
Job
Industry Investment Management
Experience
CFA Society Chicago June 2014 - Present
Thomas White International, Ltd. May 1995 - Present
Skills
Portfolio Management, Equities, Asset Management, Investment Management, Capital Markets, Equity Research
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance and Accounting
The University of Chicago 1985 — 1989
AB, Economics
CFA Society Chicago June 2014 - Present
Thomas White International, Ltd. May 1995 - Present
Skills
Portfolio Management, Equities, Asset Management, Investment Management, Capital Markets, Equity Research
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance and Accounting
The University of Chicago 1985 — 1989
AB, Economics
Tim Greive, CFA's CFA Society Chicago Experience January 2009 - Present
Job Content Specialist Investments
Industry Investment Management
Experience
SumZero, Inc. May 2015 - Present
Kaplan Professional September 2013 - Present
CFA Society Chicago January 2009 - Present
Consultant 2002 - April 2013
US Trust 2006 - 2009
Citadel Investment Group 2003 - 2003
PEAK6 Investments, LLC 2000 - 2002
Hartline Investment Corp. 1993 - 2000
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Portfolio Management, Bonds, Mutual Funds, Asset Allocation, Wealth Management, Asset Management, Derivatives, Due Diligence, Investor Relations, Trading, Securities, Fund Of Funds, Venture Capital, Capital Markets, Recruiting, Capital IQ, Bloomberg Terminal, Advent Axys, Bloomberg, Investment Banking, Public Finance, Headhunting, Asset Managment, Series 7, Series 63, Series 65, Series 66
Education
Northwestern University - Kellogg School of Management 2000 — 2004
MBA, Finance, Entrepreneurship, Marketing
The Ohio State University 1988 — 1992
BSBA, Finance
CAIA
SumZero, Inc. May 2015 - Present
Kaplan Professional September 2013 - Present
CFA Society Chicago January 2009 - Present
Consultant 2002 - April 2013
US Trust 2006 - 2009
Citadel Investment Group 2003 - 2003
PEAK6 Investments, LLC 2000 - 2002
Hartline Investment Corp. 1993 - 2000
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Portfolio Management, Bonds, Mutual Funds, Asset Allocation, Wealth Management, Asset Management, Derivatives, Due Diligence, Investor Relations, Trading, Securities, Fund Of Funds, Venture Capital, Capital Markets, Recruiting, Capital IQ, Bloomberg Terminal, Advent Axys, Bloomberg, Investment Banking, Public Finance, Headhunting, Asset Managment, Series 7, Series 63, Series 65, Series 66
Education
Northwestern University - Kellogg School of Management 2000 — 2004
MBA, Finance, Entrepreneurship, Marketing
The Ohio State University 1988 — 1992
BSBA, Finance
CAIA
Shannon Curley, CFA's CFA Society Chicago Experience December 2014 - Present
Job Executive Director at CFA Society Chicago
Industry Financial Services
Experience
CFA Society Chicago December 2014 - Present
UBS O'Connor May 2004 - June 2013
Bank of America 2001 - 2004
Skills
CFA, Hedge Funds, Equities, Chartered Financial..., Asset Management, Alternative Investments, Equity Research, Fixed Income, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Capital Markets, Investments, Securities, Investment Banking, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
MBA, Finance
Fairfield University 1983 — 1987
BA Economics/ Mathematics Minor
CFA Society Chicago December 2014 - Present
UBS O'Connor May 2004 - June 2013
Bank of America 2001 - 2004
Skills
CFA, Hedge Funds, Equities, Chartered Financial..., Asset Management, Alternative Investments, Equity Research, Fixed Income, Portfolio Management, Financial Modeling, Bloomberg, Valuation, Capital Markets, Investments, Securities, Investment Banking, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 1991 — 1993
MBA, Finance
Fairfield University 1983 — 1987
BA Economics/ Mathematics Minor
Claire Peterson's CFA Society Chicago Experience 2008 - 2013
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
CFA Society Chicago 2008 - 2013
Gynecologic Cancer Foundation April 2006 - January 2008
Skills
Member Relations, Membership Development, Professional..., Operations Management, Office Management, Committees, iMIS, Event Planning, Data Analysis, Event Management, Research, Nonprofits
Education
Roosevelt University 1984 — 1985
Paralegal Certificate, Paralegal Studies
Northwestern University University College
CFA Society Chicago 2008 - 2013
Gynecologic Cancer Foundation April 2006 - January 2008
Skills
Member Relations, Membership Development, Professional..., Operations Management, Office Management, Committees, iMIS, Event Planning, Data Analysis, Event Management, Research, Nonprofits
Education
Roosevelt University 1984 — 1985
Paralegal Certificate, Paralegal Studies
Northwestern University University College